Transaction log (form) [AX 2012]

Updated: May 19, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Inquiries > Transaction log.

Use this form to view transactions that have been made in the Sales and marketing module. Transaction logs provide historical information about when and by whom transactions were made.

You can activate transaction logging for specific record types that are considered important for the sales and marketing area. Click Sales and marketing > Setup > Sales and marketing parameters. In the Sales and marketing parameters form, in the left pane, click Transaction log. Database record types that are selected in the Track changes for field group are logged automatically.

TipTip

The management-statistics graphs can present data from the transaction log. This lets you monitor different types of activities. For more information about activities, see Create an activity.

The following tables provide descriptions for the controls in this form.

Filter

Description

Show all

Select this check box to view all logged transactions.

From date

Enter the earliest date for which you want to view logged transactions.

To date

Enter the most recent date for which you want to view logged transactions.

Worker

Select the worker whose transactions you want to view.

Tab

Description

Overview tab

View an overview of the filtered logged transactions. You can view the following information:

  • The date and time on which the transactions were logged.

  • The table, reference number, and action that resulted in the log entry.

  • The worker who performed the action.

General tab

View details about the transaction that is selected on the Overview tab.

Button

Description

Details

Open the form that contains the transaction data that was logged. For example, if the transaction was a name change in the Prospect details form, select the Details button to view information about the change.

Field

Description

Date time

The date on which the action was logged.

Log type

The transaction type that the event is attached to.

Action

The type of action that was most recently applied to the transaction.

Reference number

The voucher number for the related ledger transactions. The voucher number is determined by the voucher series as it is defined in the Number sequences form.

Primary description

The primary description of the event in the transaction log.

Secondary description

The secondary description of the event in the transaction log.

Reference date

The date of the transaction.

For example, if the logged transaction is an appointment, the reference date is the start date of the appointment.

Name

The name of the party record as it is listed in the address book.

Contact ID

The identifier that is assigned to the party record.

Contact ID

The identifier of the contact person for the transaction.

Name

The name of the contact.

Sales unit

The team of sales representatives, or sales unit, that is responsible for this transaction.

Worker

The worker who performed the logged transaction.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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